Packages allow customers to purchase services in advance through token-based payments. These packages may feature promotional pricing and a defined expiry period for token usage.
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You can manage and add Packages by going to Settings > Invoices & Prices
Then click on Packages from the left hand menu
To enable the Package feature, please refer to the guidance provided here: Customization
Add Package
To add a new Package click on the button located top right.
Name - Defines how the package will be labelled. This name will appear to customers when viewing or selecting the package.
Sku - As packages are linked to products, each can be assigned a unique Stock Keeping Unit code (Sku) for tracking and identification.
Barcode - When barcodes are in use, enter the associated reference number here.
Product Type - Each package needs to be linked to a Product Type.
- Product Types can be set up under Settings > Retail > Product Types.
Product Categories - Packages can be associated with a designated product category, enabling structured classification and easier management, when using the Retail feature. Otherwise this can be left blank.
Selling Price - Defines the cost at which the package will be sold at to your customers.
Area Type - Specifies the Area Type e.g. Daycare, Boarding, Training etc., that the package will be associated with and will restrict the allocated tokens to this area only. If left blank, then the purchased tokens can be used across all areas.
Customer Type - Allows you to select which customer group this package will be limited to based on how your types are set up.
Tokens - Sets the number of tokens to assign to this package for the customer to use.
Token Validity - Defines how long the tokens remain usable, Forever, Days After First Use and End of Purchase Month.
Tokens Expiry / Next Month After Day Of Month - The title of this option will change depending on the Token Validity selected above.
- Token Expiry - Sets the number of days that the tokens will remain valid, after the first day they are used.
- Next Month After Day Of Month - Tokens will remain valid for a month. When purchased after this date, tokens will remain valid until the end of the next month.
Taxable - Indicates whether the package is subject to tax when invoiced or will be tax-exempt.
Active - Sets the package status to Active (available for use) or Inactive (expired or completed).
Show Portal - When ticked will enable the package to be visible and available to purchase via the customer portal.
Auto Messages - When ticked will automatically send the customer an email depending on the configuration of your email templates under the Email Settings. The options can include,
- Tokens Expiring.
- Tokens Expired.
- Tokens Low.
Description - Use this field to add a summary of the package. This will appear on the Package Overview and be visible to customers. This information is not editable from there.
Notes - Use this field to record internal notes related to the package. This will appear on the Package Overview and will not be visible to customers. This information can also be edited from there.
Once edited press the Green Save button bottom right
Overview Panel
After creating a new package, it will be listed in the Overview Panel. This panel provides easy access to edit settings like price, token count, and options to enable or disable Show Portal and Active status.
Tip - To change the display order, use the arrows on the far right to drag packages into position. This order will be reflected when selecting packages during booking.
Tokens Allocate Checkin - Enable this option to automatically allocate tokens to the associated package when the customer is checked in for the service.
Once edited press the Green Save button bottom right.
Package Overview
Once your new package appears in the Overview Panel, you can make further edits or add an image by clicking on the package name or the green edit button
Overview
Images - To add a image select the Image tab then using the buttons to either pick an image or upload a picture that represents the package.
Sales Orders - Under the Sales Orders tab, you will see a list of customers who have purchased the package. This view includes details such as invoiced status, paid status and date created. You can also access the original sales order within the customers profile by clicking on the blue view button .
Purchase Orders - Under the Purchase Order tab, you will see a list of purchase orders raised for the package, if it has been linked to a product within the Retail feature, if activated.
Notes - You can also edited these directly form the Package Overview by clicking on the green button in the notes section to open, Then save.
For More Information
On creating Product Types view - Product Types
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